SAP Knowledge Base Article - Public

2590415 - The Survey is not Automatically Assigned to Opportunities and Leads

Symptom

The Survey is not automatically assigned to the Opportunity eventhough the Activity plans and Routing Rules is configured in the system. It gets added only when we click on add or click on Actions->Update from Activity Planner.

 

Environment

SAP Hybris Cloud for Customer 1711/04

Reproducing the Issue

  1. Go to the Sales work center .
  2. Go to the Opportunities view.
  3. Click on new.
  4. Fill all requested information.
  5. Select Save and Open.
  6. Newly created Opportunity will be opened.
  7. Go to the Survey Tab.
  8. You will be able to see  surveys are not automatically assigned based on the rule defined in Activity Planner Work Center.

Resolution

This is the standard system behavior, there is a job in the system that runs in every 8 minutes, however, you are also able to create a Workflow Rule to trigger this action faster. Please follow the below steps:

  1. Go to Administrator work center.
  2. Go to the Workflow Rules View.
  3. Click on New.
  4. Select the BO as Opportunity
  5. You can select timing on every Create on Save
  6. In Define Actions, Select Rule type as “Action” and "Refresh from Activity plan" in select Action.
  7. Activate the Rule
  8. This will ensure that relevant surveys are added automatically on create change of Opportunity or Leads.

 

Keywords

Refresh ; Activity Plan ; Leads ; Opportunity ; Workflow Rule , KBA , LOD-CRM-ACT , Activities , LOD-CRM-ACT-VST , Visit Planning , How To

Product

SAP Cloud for Customer all versions